This new version of our stock portfolio management software adds many useful features to the application.
- New ‘Stock Name’ column for the trade lists – You can now display the company name to easily identify which stocks you are working with.
- Ability to sort each column in the trade lists
- New reporting engine:
- Ability to report for any date range, and/or individual stock code.
- 3 new reports types. Profit/Loss Statement, Dividends and Open Trades.
- Multiple Accounts -Now you can add as many accounts as you like to your portfolio. Each of these accounts allows you to separate yor stock information into different categories while still keeping all the information within a single portfolio. Eg. trades from different brokers, long-term / short-term trades or even stocks from different markets / currencies.
- Watch List – You can now monitor the price of potential stocks
- Trade Rating – You can now assign a trade rating “Poor”, “Fair”, “Good” or “Excellent” to each of your trades and then display it as one of the columns in the trade lists.
- Ability to set the font size in the trade lists – As requested by several users, we now offer the ablity to configure the text size of the trade lists. We have also done some work to improve the layout when using ‘large fonts’ within Windows.